28
Total investments
10
Early stage
6
Mid stage
4
Late stage
23y
Years active
Portfolio
22 investments · sorted by recency
All investments
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Mid stage
Late stage
Investor & Board Member
Jul 2026
Immediate provides an all-in-one pay access solution to deliver on-demand pay, off-cycle payments, digital tips, and employee pay cards.
Our ImmediatePay benefit seamlessly integrates with your time tracking and payroll systems for a quick implementation from start to finish.
Reduce turnover, improve employee engagement, and foster a more productive workforce with Immediate.
Investor & Board Member
2022
PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.
Investor
2022
Knit is the AI-Native Research Agency. We combine the rigor of a traditional agency with the speed of AI — helping insights teams go from scoping to story in a week or less. Our Researcher-Driven AI approach delivers agency-quality insights, not generic AI outputs, built on sound methodology and your unique business context. Run quant + qual research in a single study across a wide range of research use cases. Trusted by Amazon, ESPN, Mars Wrigley, T-Mobile, and more.
With quant and qual integrated into a single study, Knit delivers AI-generated surveys, automated analysis, and rich, editable reporting—all refined by real humans—to give you a full, nuanced picture of your consumer.
Investor & Board Member
2021
Torpago was born from our founder and CEO’s vision of providing businesses with a seamless and effective corporate credit card and expense-tracking platform experience. Throughout the past few years, weve refined our platform and established partnerships with banks and credit unions to launch our white-label program, Powered By. Now, Torpago collaborates closely with banks to deliver modern and industry-leading credit experiences to their customers.
Investor
2021
SailPlan is a marine emissions optimization platform. Monitor, report, and reduce maritime emissions using real-time data. #ESG #emissions #cleantech
Investor & Advisor
2021
Short Story is the premiere personal styling service for petite women. We provide a unique shopping experience for any woman who is 5’4” or under looking for the perfect fit. Over half of women in the US are petite, yet petite women are extremely underrepresented in fashion & media and ignored by the apparel industry. Millions of petite women struggle with ill fitting clothes and frumpy styles--we think this is a ridiculous problem to have in 2021.
Short Story was founded on the belief that petite women deserve a brand new shopping experience. Were a small but mighty team passionate about finding the best fit, quality, and styles for our clients. We deliver truly personalized styling experiences to the door. Were committed to building a strong community where petite women can feel heard, support each other, and be empowered in their everyday lives.
Learn more about how we’re reinventing the shopping experience for petite women at www.shortstorybox.com
Investor
2021
launch house is a membership community to help ambitious builders level up and live better in the new silicon valley
Investor & Advisor
2021
Purlin has architected suite of real estate AI personalization tools that make the job of sourcing and nurturing high-value clients, enabling agent success, and growing firms profitably simpler. Our current clients are major real estate brokerages, agencies, and lenders.
ClientFinderTM is an easy-to-use marketing tool that generates high-quality listing and brand ads for social media channels almost instantly. It uses intelligent personalization tech to target high-intention clients which can lead to dramatically higher conversion rates at lower cost. ClientFinderTM tracks and evaluates individual campaigns so agents can emulate positive results, optimize spend and push personalized content.
StyleExplorerTM rethinks the life cycle of client conversion by reversing the search process – it starts with an immersive, design and image-led experience before pushing listing recommendations. Users explore their own design profile by peeking inside homes to find, compare, and share room and feature-level details on Pinterest-like boards. When ready, StyleExplorerTM directly matches their desires and needs with listings and agents. Agents can embed this StyleExplorerTM and make it part of their firm’s branded experience.
Several other interwoven real estate AI tools contribute to a premium experience and business opportunities. HomeMatcherTM is the AI personalization engine that uses multivariate “trade-off” algorithms to match clients to homes based on preferences, needs and behaviors. MatchScoreTM is the resulting ranking of a listing fit that constantly updates as a user’s profile matures. MatchBotTM is an advanced chat bot that automates high-touch client experience while freeing agents up from time-draining administrative interactions. It is trained with thousands expert-informed questions and answers for personalized dialogue with users and seamlessly hands off with agent when necessary.
Investor & Board Member
2021
Lolly is the first feed-driven dating application that uses short-form content to allow people to express themselves. Our incredible team is pioneering a new wave of dating that we call Social Dating.
https://apps.apple.com/app/apple-store/id1525109653?pt=119126258&ct=LinkedIn%20(Lolly%20account)&mt=8
Investor
2020
Spoonful sits between the food industry and its customers, helping the nearly 1 in 2 people who follow a special diet feel more informed and supported wherever they eat. Through AI and community, we will ensure that every grocery store, recipe collection, and restaurant is personalized to all allergens, diets, and conditions, no matter how complex. Grounded in Food as Medicine, we believe we can help billions of people avoid food-related flare-ups, stick with their diet, and achieve their health goals.
Investor & Advisor
2020
Volonic is redefining wireless charging by fusing art and technology to create a luxury experience in the industry that has never been offered before. Carefully crafted with state of the art materials, from Alcantara to carbon fibers, a Volonic is a true piece of modern-day luxury.
5 coil charging ensures that charging is optimal from any position, anywhere on the surface. The device is able to charge up to three Qi-compatible devices at one time, maximizing the productivity of the technology.
Full customizations ensure that your Volonic will match your setting perfectly and the engraving option makes it the pefect gift.
Investor & Board Member
2020
Grin Gaming creates real-time micro market sports gambling data feeds and widgets for consumer and sports book customers
Investor & Advisor
2020
Trnsact is transforming the way commercial equipment is financed through its user-friendly, secure, and high-speed platform that enables easy integration of aftermarket products.
By optimizing transactions that a dealer processes each day, Trnsact provides a turnkey solution delivering more sales, new revenue channels, increased efficiencies, and better customer experiences in the most compliant and secure solution available.
Investor & Board Member
2020
Chatterworks is a sourcing tool that gives you verified emails and phone numbers for candidates you want to talk to.
So, instead of InMail, you can use personal contact information to reach out directly.
We prioritize personal contact information over company email. You can search our database directly with our web app or use our Chrome Extension to view candidate data on LinkedIn, Twitter, Facebook, GitHub, etc.
Chatterworks candidate profiles contain personal email addresses, mobile phone numbers, social links, skills, and experience. You can manage the candidates you find and your talent pipeline using our drag-and-drop talent boards.
Chatterworks will even help you find candidates. You send us a job description, and our team builds the search for you, so all you have to do is review candidates. Its like having your own sourcer for a fraction of the cost. You can engage the search support team by sending a job description to support@chatterworks.ai.
For more info:
Email: support@chatterworks.ai
Website: https://chatterworks.com
Investor
May 2019
Givsum is a comprehensive management and engagement platform that allows charitable organizations to integrate their operations, fundraising campaigns, and an active community of supporters, all in one place. By providing a simple online platform for creating fundraising pages, selling event tickets, accepting donations, managing volunteers, and tracking donor behavior, Givsum helps charitable organizations free up valuable time and resources to pursue their worthwhile missions.
Show all 22 investments ↓
Experience · 36 entries
All (36)
Investments (28)
Founder (6)
Board (10)
2026
Investor & Board Member
Jul 2026
Immediate provides an all-in-one pay access solution to deliver on-demand pay, off-cycle payments, digital tips, and employee pay cards.
Our ImmediatePay benefit seamlessly integrates with your time tracking and payroll systems for a quick implementation from start to finish.
Reduce turnover, improve employee engagement, and foster a more productive workforce with Immediate.
2023
Co-founder & Chairman
2023
As the leader in a new category, Home Appreciation Partnership (HAP), Bonus Homes is a modern approach to homeownership that allows families to unlock all their home equity, move out, and still benefit from future appreciation.
Our model offers middle class Americans the liquidity they need for mobility—be it career moves, growing families or retirement—without sacrificing wealth-building. This future equity-sharing, approach keeps this appreciating asset with families, creating aligned interests and stronger communities.
2022
Investor & Board Member
2022
PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.
Investor
2022
Knit is the AI-Native Research Agency. We combine the rigor of a traditional agency with the speed of AI — helping insights teams go from scoping to story in a week or less. Our Researcher-Driven AI approach delivers agency-quality insights, not generic AI outputs, built on sound methodology and your unique business context. Run quant + qual research in a single study across a wide range of research use cases. Trusted by Amazon, ESPN, Mars Wrigley, T-Mobile, and more.
With quant and qual integrated into a single study, Knit delivers AI-generated surveys, automated analysis, and rich, editable reporting—all refined by real humans—to give you a full, nuanced picture of your consumer.
2021
Managing Director
2021
We are BankTech Ventures, a strategic investment fund built to strengthen the future of community banking. We source, invest in, and support bank-enabling technology companies that address the real operational and competitive needs of community banks. Our ecosystem brings together bankers, founders, and industry partners to accelerate adoption of solutions that materially improve how community banks operate and grow.
We were formed in 2021 in response to a clear market gap. Community banks needed a more efficient and trusted way to access and evaluate emerging technologies. With more than $115MM in committed capital from over 100 community banks and strategic partners in our first fund, we set out to create a purpose-built investment platform dedicated to bank innovation.
We go beyond capital. We combine deep banking expertise, collaborative validation with our limited partners, and rigorous diligence to guide founders toward true product-market fit. We focus on technologies that enhance customer experience, improve risk and compliance, strengthen data and analytics capabilities, and unlock automation and operational efficiency.
Our team and General Partners come directly from the community banking ecosystem, including two of the country’s most innovative community banks. This structure gives us a unique vantage point into banks’ needs and allows us to support portfolio companies with strategic insight and distribution pathways that traditional venture funds cannot offer.
With more than 24 portfolio companies and a growing pipeline of bank-focused innovators, we remain committed to a simple mission. Make community banks stronger, more competitive, and better equipped for the future.
Show all 36 entries ↓
Investment activity
2003–2026 · 28 investments
Recent (last 2 years)Earlier
